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Result or Product of this Process

Project managers use this process to update the status of their project. This process displays the most recent update information on the same page used to update project information. (Update 4/18 SA/RB)

This process replaces the 10.01 Project Manager's Update.

    • Project managers should use this process to provide project updates at regular intervals including the current project status, estimate at Completion, a current photo and schedule notes.
    • The project manager will be asked to enter their name as part of the update. This simulates signing the update.
    • The PM submitted date will be filled in when the Submit step is taken.
    • This process has been updated in two significant ways.
    1. The process will start (spawn) a new process for your next update whenever the project status is something other than "Complete". Use the automatically started process located "In your Court" for subsequent updates.
    2. By using the automatically started process your most recent update will display on the left side of the page while you complete the current update on the right side. (See the Start Step instructions)

    When creating the first project manager update for a project the Submit action will move the process to the PM Update Status. Only for the first update it will be necessary to submit the update a second time from the PM Update Status step.

    First Time Flow

    Start Step

     Instructions

    1. Enter the Current Project Update. Note that the text box for this is expandable by dragging the bottom right corner of the text box. This is a required field.
    2. Usng the dropdown menu, choose the Current Project Status.
    3. Enter the Current PM Estimate at Completion.
    4. Add a photo (if desired) to be included in the Project Manager's Project Update.
    5. Please enter your name. This action simulates affixing your signature to the information.
    6. Indicate if the project schedule has been updated. (Yes, No, N/A)
    7. Enter Schedule Notes. This text box is also expandable.
    8. The PM submitted date will be the date on which you take the Submit action.
    9. Click the Submit button.

    If the PMU is not ready to Submit use the Save Draft button to save your work and return to complete and submit the PMU at a later date.

     

     

     

    Report Generation Step

    This is an e-Builder system step.

    No user interaction is required.

    Explanation

    This step evaluates if this is the first time a PMU has been generated for this project and routes the process accordingly.

     

     

    PM Status Report Step

    This is a mail merge step.

    No user interaction is required.

    Explanation

    This step produces a hard copy of the PMU from a template.

     

     

     PM Update Status Step

     

    This is an update step completed by the project manager.

    Explanation

    See the instructions for the Start Step. Project managers complete the same fields in this step.

     

     

     Project Active Step

     

     This step determines if the project status is Active.

    If it is no longer active no new update process will be started.

    No user interaction is required.

    Explanation

    No instructions are needed for this step.

     

     

     Spawn New Update Step

    This step starts a new PMU process to be used for the next PMU.

    No user interaction is required.

    Explanation

    The new process will be placed in the project manager's court and may remain there until needed. It will contain information from the previous update for reference.

     

     

     Finish Step

    There is no user interaction with this step.

     

     

     

     Please contact the e-Builder team for training by sending email to dof-ebuilder-info@mit.edu.
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